AAPL — APPLE INC

Ownership history in Advisory Resource Group  ·  29 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.5% (2020 Q3)
Avg. % of fund
1.07%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,677 -834 -3.4% 1.13% $6.4M $271.61
2025 Q3 REDUCED 24,511 -914 -3.6% 1.12% $6.2M $254.15
2025 Q2 ADDED 25,425 +560 +2.3% 1.00% $5.2M $204.55
2025 Q1 ADDED 24,865 +271 +1.1% 1.12% $5.5M $221.17
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
← Back to Advisory Resource Group Holdings